AAOTX Mutual Fund
AAOTX Mutual Fund
American Funds 2065 Target Date Retirement Fund Class A
AAOTX Mutual Fund Overview
AAOTX Mutual Fund (American Funds 2065 Target Date Retirement Fund Class A) is managed by American Funds. AAOTX expense ratio is 0.73%, holding 17 positions across sectors including Unknown. Inception date: 2020-03-27.
AAOTX performance shows a YTD return of 10.45%. The 1-year return is 21.23% and the 5-year return is 9.59%. AAOTX dividend yield stands at 3.96%, paid annually.
AAOTX top holdings include New Perspective Fund, Class R-6 (10.0%), American Funds Smallcap World Fund Class R-6 (9.9%), American Funds Fundamental Investors Class R-6 (9.0%), New World Fund Inc R6 (nwf Cl R6) (8.3%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (8.2%). View all AAOTX holdings, sector breakdown, or dividend history.
AAOTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AAOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.